High Touch for High Tech

Financial advisor Elaine Meyers of Credit Suisse has attracted a loyal following among young entrepreneurs in Silicon Valley. What she's recommending now.

If youth breeds a sense of immortality, money only feeds it. Such is life in Silicon Valley, where young and wealthy visionaries assume that life goes on forever.

Elaine Meyers, a Credit Suisse advisor, has built her practice around that blind spot. She caters to newly rich tech entrepreneurs from her San Francisco office. For initial meetings, Meyers brings an estate planner and a tax specialist to address a young client's future. "They typically don't have an estate plan put into place," says Meyers, 42 years...